sales invoice activity

I’m here to assist and make your QuickBooks experience better, mike-themauiartg.

Were you disconnected from our Chat Support Team or unable to see the Chat option? Before I route you to them, please know that I'm always around to help with any QuickBooks questions you may have. Please feel free to leave a reply below and I'll surely get back to you soon.

If you already want to contact our Support Team, I'd suggest going to the Help icon in your QuickBooks Online account to see different ways to get in touch with them. Here's how: 

1. Click the Help icon in the upper-right.
2. Select Contact Us.
3. Enter a brief description of your concern and click Continue.
4. Select Chat with us.

We’ve updated our contact feature for your convenience. Instead of waiting in line, you can request a callback. This way, our support will reach out to you as soon as we’re available. Also, please know that our phone and messaging teams are only available from Monday-Friday, 6 AM to 6 PM PT and Saturday, from 6 AM to 3 PM PT.

Please refer to this link to find some information on how to organize your QuickBooks account and how to start creating transactions in the system and running different reports: Help articles.

You're always welcome to post in the Community anytime you have other concerns or questions. We'll be here to assist you anytime.

I need to find my license # to reset a password

Hi there, Steiner1947.

Thank you for visiting the QuickBooks Community. I'll be sharing different details to ensure you'll be able to reset a password in QuickBooks.

If you're using QuickBooks Desktop, there are different ways on how you can locate the license number. You can find it:

• Within QuickBooks Desktop system.
• Through Customer Account Maintenance Page (CAMPs).
• Using the License Look Up tool.

To find your license number within QuickBooks Desktop, you'll have to press the F2 key and look for your license number in the Product Information window. Then, open this article to view further details: Find QuickBooks Desktop license info. This provides other steps on how to locate a Licence number.

Then, you may click this article to see steps on how you can reset your password in QBDT: Reset your password for QuickBooks Desktop.

On the other hand, if you're using QuickBooks Self Employed, the license number isn't necessary for resetting the password. You'll just have to Go to the QuickBooks Self-Employed sign-in page. Then, choose the I forgot my User ID or Password link and follow on-screen steps to recover sign-in info.

Additionally, if you used your email address or user ID to verify your account, you'll get an email with a password reset link. Please know that resetting your password for QuickBooks Self-Employed also resets it for your other Intuit products, like TurboTax or Mint.

Lastly, you may refer to each article below to view details on how QBSE is designed to help you record your self-employed income and expenses, track mileage, and prepare your Schedule C. Then, visit a specific website that contains do-it-yourself articles, training, and pro advice that will help you get familiar with QuickBooks Desktop. 

• QuickBooks Self-Employed Overview.
•  Get QuickBooks Desktop user guides.

Just add a comment below if you have additional questions about resetting the password in QuickBooks. I'd be happy to offer further help. Have a wonderful.

Hello @J Harrigan.

It looks like your post didn't come through. Did you have a question that we can help you with? 

If so, just click reply below and enter your question. We'd be happy to help.

Take Care!

We have not entered 1099s all year but I do have totals for contractors. Is there a way I can enter a total in now to be able to prepare 1099s for contractors?

Yes, there is, @tuckerarj.

You'll want to sign up for our E-file service (standalone). This way, you can enter the totals of your contractors and prepare their 1099s forms and file it to the IRS. I'll show you how.

1. Go to the 1099 E-File Service page, select Start for Free.
2. Enter your email address and select No, I'll enter my 1099 data. Then, click Continue.
3. If the email address you entered does not yet have an Intuit account, you will go through the standard process of creating an Intuit Account, and then select Sign Up.
4. If your email address already has an associated Intuit account, you will go through the standard sign-in process and select your company from there.

You can also visit this link to learn more about our 1099 E-file service fees: http://payroll.intuit.com/additional-services/1099/efile-1099/. 

I've also added this link that you can read for more details:  How to file 1099-MISC forms using an e-file service.

Furthermore, feel free to check out this link that can guide you with your year-end tasks: QuickBooks Self-Employed annual tax guide.

I'll be around to back you anytime you need help with your 1099s. Just add the details in your reply and I'll sprint back into action. Keep safe and have a great day ahead!

Thanks for being willing to help me. When I entered the information it pulled up my account but I still wasn't sure as to where to put the contractor totals. I went to vendors then contractors but was still not sure. 

Thanks for getting back with the Community, tuckerarj.

I'm happy to hear JasroV was able to help with entering contractor totals and preparing/file 1099s.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please feel welcome to send a reply here or create a new thread if there's ever any questions. Have a wonderful day!

purchase additional user license

How do I update the primary contact information.  It has the wrong email address.

Let's change your email address with this easy steps outline below, Tim Petter.

I'm happy to help ensure you're able to change your contact information in QuickBooks Self-Employed (QBSE).

Before digging into the solutions, ensure that you've access to your phone number. Sometimes, QuickBooks will ask for a code upon signing in to Intuit Account Manager. Once confirmed, you can now follow the steps below: 

1. Go to Settings ⚙, then select Intuit Account to open the Intuit Account Manager.
2. Choose Sign-in & Security. 
3. Enter your new email address on the box, then tap Done. 

After that, all the latest emails will send to your updated email address. For more information, check out this article: Reset or change your login information for QuickBooks Self-Employed.

I've added an article about handling your company information, subscription, data, and security: Account management. 

I always check my notifications to respond to all replies. That said, don't hesitate to leave a comment if you have other questions. I'm happy to help again. Be safe, Tim Petter.

Every time I try to sign in, and error message appears saying "You Don't Have Access To This Company" even though my boss already called you guys to make sure everything was set up correctly. So what do I do now? 

Thanks for joining the thread, @Ainara. I’d be glad to help you fix this issue with the error message you encounter when logging in to your company.

A QuickBooks Self-Employed company is a single-user subscription. It's the reason why you encountered the error message mentioned above. As for a QuickBooks Online company, user roles are customizable.

Check out these handy articles to learn more about user type permissions for QuickBooks Online:

• Learn about user types in QuickBooks Online.
• Add, delete, or change user access.
  
  

I’m always ready to assist you if you have any other questions or concerns about managing your accounts. Tag me in your reply and I’ll sprint back into action. Have a good one and keep safe.

because it says to sync it in [email address removed] and does not recognized this account

It's nice to have you join the thread, @Anderson13.

I'd like to help and get this issue sorted out right away. Before we accomplish your goal, can you tell me more about the problem you initially raised?

Would you mind explaining your concern further? This way, I can provide you with the best fix for it. Any additional information is much appreciated.

Keep me in the loop by replying to this thread. I hope to hear from you soon. Stay safe!

Hi at quickbooks online,

Why do I see that my account is temporarly unvailable?

Hello @0876,

Before we can accomplish your goal for today, may I ask for clarifications about your initial inquiry? Saying your account is temporarily unavailable, is this a prompt message you received upon login? Or is it an error message when trying to use a certain feature in QuickBooks?

Keep me updated in the comments below. Hope to hear from you as soon as possible. Take care always and stay safe!

i have a problem with download from the bank

I’d gladly assist you with your concern about banking transactions, @mt bank.

To start with, have you encountered a specific error when downloading your bank transactions? For this, we have various fixes available for that specific error. Also, I’d like to know what financial institution you are connected with. This way, we can double-check if there are similar issues reported to us.

Additionally, you can check your bank's website to see whether there are any alerts regarding the above-mentioned concern. This matter could be caused by it or system maintenance.

In the meantime, add your transactions manually into your QuickBooks Self-Employed (QBSE) by following the steps below:

1. Go to the Transaction menu from the left panel.
2. Select Add Transaction.
3. Choose a category under the Select a category menu.
4. Then, click Save.

Another way you can enter them into your QBSE is to manually upload them from a CSV file. Refer to this article for detailed steps: Manually import transactions into QuickBooks Self-Employed

Learn to categorize your transactions to put them on the correct line of your schedule C in QuickBooks.

Let me know if there’s anything else that I can assist you with. I’m just a post away from helping you. Have a good one!

Hi - I am unable to login to self employed Quickbooks. I enter my email and password and my computer just "thinks." I haven't had this happen before and I have tried two different browsers. Is there a system wide problem?

Hello lindsey, welcome to QuickBooks Community.

There's no log-in problem in the system. No worries, we can perform other possible solutions to log in to your QuickBooks Self-Employed account successfully. 

First, I'd like to know what browsers you've tried. QuickBooks is currently supporting some. If you haven't tried the other compatible browsers in QuickBooks, I'd recommend using the following browsers. They are supported on both web and mobile devices:

• Google Chrome: version 78 or newer
• Mozilla Firefox: version 76 or newer. 
• Microsoft Edge: version 75 or newer
• Safari: version 12 or newer (Mac only)
• Opera: version 68 or newer
• Samsung: version 10 or newer

Or, use an incognito window.

• For Chrome, press and hold Ctrl + Shift + N
• For Firefox, press and hold Ctrl + Shift + P
• For Safari, press and hold Command + Shift + N

If logged in successfully to your account, clear the cache of the browser that you're currently using. You can reference the Clearing cache and cookies to fix issues article for detailed guidance.

If it persists, we can reset your password or recover your user ID in QBSE. If you think you need to change or renew your password, visit this link: Reset your password or recover your user ID in QuickBooks Self-Employed.

I've got these helpful articles for more insight about the program and preparing a report for tax filing: 

• QuickBooks Self-Employed Overview.
• Review your tax profile in QuickBooks Self-Employed.

That helps you log in successfully. Still, you can reply to this thread and let us know how the information above works for you. I'm always around to help you log in to your QuickBooks account. Take care and stay safe.

Quickbooks wont open. 2020 accountant version on my windows parallels

Thanks for sharing your experience with us, tailsswaginn.

The steps shared by the previous representatives should help fix issues when opening QuickBooks Desktop Accountant 2020.

Before performing some troubleshooting steps, you’ll need to verify if your QuickBooks is updated to the latest release to check its compatibility.

Once verified, let’s check if the issue persists in the company file or the program itself. Let me guide you how:

1. Press and hold the Ctrl key while double-clicking your QuickBooks icon. Note that the No Company Open window needs to pop-up before you release the Ctrl button.
2. If it fails to open, you’ll need to check QuickBooks Desktop does not start for steps in resolving.
   
   

If the program starts, you’ll need to verify if only one computer is using your company file. To turn off hosting in other computers, here’s how:

1. From the menu bar, click on File, and select Utilities.
2. Select Stop hosting multi-user access.
   
   

If you’re still unable to open your company file, let’s perform this other troubleshooting steps.

1. On the menu bar, click on File, and select Open or restore company.
2. Select the appropriate button for the file type you want to open.
3. Locate the company file.
4. Click on Open to view company file.
   
   

You may read this article for more information: Resolve Problems Opening QuickBooks Desktop or your Company File.

You can visit our QuickBooks Help Articles page for more insight s about managing your business in your software.

I've got your back if you need more help opening QuickBooks. I'm always happy to lend a hand. Have a good one.

I tried to get a temporary passcode through my usual method on yahoo......it says it's temporarily not in service try later......that's been three days now.